We automate the admin burden crushing small law firms — intake, scheduling, follow-ups, and document chasing — so your team focuses on billable work.
Click any automation to see the exact step-by-step flow we build for you.
New lead fills a form → qualified, booked, and briefed without a single phone call
Triggered by your website form, Google ad landing page, or referral link. Captures case type, urgency, contact details, and a short description.
⚡ TriggerOur AI reviews the submission against your practice areas. High-fit leads get flagged as priority. Out-of-scope inquiries get a polite referral response immediately — no wasted attorney time.
Qualified leads receive an automated email within 90 seconds with a personalized confirmation, your firm's intake questionnaire, and a link to book a consultation.
✓ 90-second responseWhen the consultation is booked, your attorney receives a one-page brief: case summary, lead score, completed questionnaire answers, and any prior correspondence.
✓ Zero prep timeNew contact created in your practice management software with all fields populated. No double-entry, no copy-paste errors.
✓ Fully automatedNever chase a client for a signature or missing document again
When your attorney or paralegal marks a document as "requested" in your practice management system, the automation starts its clock.
⚡ TriggerClient receives a professional email with a direct link to upload or sign. The message adapts tone based on the case stage — less urgent for new clients, firmer for long-overdue items.
If no action, a brief text message goes out. Short, professional, includes the link. Open rates on SMS reminders average 98% — this usually closes the loop.
✓ 98% open rateIf still outstanding, your paralegal gets a task notification with the full history of all previous reminders sent. They never have to wonder what was already tried.
The moment a document is uploaded or signed, all pending reminders are cancelled and the file is automatically organized in the client's case folder.
✓ Self-cancellingClients stay informed without calling your receptionist every other day
When a hearing is scheduled, a filing is submitted, or a status changes in your system, the automation fires. No extra work for your team.
⚡ TriggerAI drafts a plain-English update for the client — what happened, what it means, what the next step is. No legalese. Reviewed once by attorney, then sent automatically for all future similar events.
48 hours before any court date or deadline, the client gets an automated reminder with date, time, location, and what to bring or prepare.
✓ Zero no-showsAfter each major event, the client gets a brief "here's what happened and what's next" email. Dramatically reduces "just checking in" calls — clients feel informed and respected.
✓ 60% fewer inbound callsShare your biggest bottleneck. We'll map the exact automation that eliminates it — most firms see ROI within the first week.
Expect a response within 24 hours with a custom automation roadmap for your firm.